IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$10.2M
3 +$7.72M
4
MELI icon
Mercado Libre
MELI
+$6.93M
5
DIS icon
Walt Disney
DIS
+$6.47M

Top Sells

1 +$7.06M
2 +$6.03M
3 +$5.06M
4
JD icon
JD.com
JD
+$5.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85M

Sector Composition

1 Technology 38.66%
2 Healthcare 13.56%
3 Communication Services 10.81%
4 Consumer Discretionary 9.33%
5 Industrials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-11,707